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Notes/Tasks Views and Filters

ver. 1.0

 

Select the account. Click the "Notes/Tasks" tab.

NotesTasks_Views_and_Filters_01.png

 

 

 

a)  Notes

Click "Notes" to view, create or upload documents.

Select the note type to filter and view.

NotesTasks_Views_and_Filters_03.png

b)  Tasks

Cick "Tasks" to view.

Select the task type to filter and view.

NotesTasks_Views_and_Filters_04.png

 

 

 

 

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